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-0.03%
This Month
+1.79%
Year To Date
+237.03%
2 Years
+1054.99%
5 Years
+1058.37%
10 Years
+63.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables52.41%
- 💻 Electronic Technology47.59%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq100%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States100%
Dividends
Dividend Yield
0.01%
1 out of 2 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NVDA (0.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVDA | 0.01% | 0.02% | $0.02 |
Performance Metrics
Score 9.1/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
1.38
1.38
0
0.5
1
2
2
Sortino Ratio
3.35
3.35
0
1
2
4
4
Jensen's Alpha
46.93
46.93
-2
0
2
47
47
Omega Ratio
2.36
2.36
0
1
1.5
3
3
Treynor Ratio
4.34
4.34
0
0.75
1.25
5
5
Information Ratio
1.14
1.14
0
0.3
0.6
2
2
Calmar Ratio
2.1
2.1
0
0.3
0.6
3
3
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
1.38
1.38
0
0.5
1
2
2
Sortino Ratio
3.35
3.35
0
1
2
4
4
Jensen's Alpha
46.93
46.93
-2
0
2
47
47
Omega Ratio
2.36
2.36
0
1
1.5
3
3
Treynor Ratio
4.34
4.34
0
0.75
1.25
5
5
Information Ratio
1.14
1.14
0
0.3
0.6
2
2
Calmar Ratio
2.1
2.1
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
58.69
High:
TSLA
196.04TSLALow:
NVDA
48.86NVDADetails
PEG Ratio
75.71
High:NVDA
75.71NVDALow:NVDA
75.71NVDADetails
Price/Book
29.06
High:NVDA
41.74NVDALow:TSLA
14.12TSLADetails
Price/Sales
20.9
High:NVDA
25.49NVDALow:TSLA
12.85TSLADetails
Price/CF
58.11
High:TSLA
70.91TSLALow:NVDA
55.25NVDADetails
Price/FCF
71.01
High:TSLA
200.12TSLALow:NVDA
59.91NVDADetails
P/E Ratio
58.69
High:TSLA
196.04TSLALow:NVDA
48.86NVDADetails
PEG Ratio
75.71
High:NVDA
75.71NVDALow:NVDA
75.71NVDADetails
Price/Book
29.06
High:NVDA
41.74NVDALow:TSLA
14.12TSLADetails
Price/Sales
20.9
High:NVDA
25.49NVDALow:TSLA
12.85TSLADetails
Price/CF
58.11
High:TSLA
70.91TSLALow:NVDA
55.25NVDADetails
Price/FCF
71.01
High:TSLA
200.12TSLALow:NVDA
59.91NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.93% | Jan 2025 | Aug 2025 | 7 |
-23.87% | Sep 2020 | Dec 2020 | 3 |
-19.09% | Aug 2023 | Dec 2023 | 4 |
-11.17% | Feb 2021 | Jul 2021 | 5 |
-7.09% | Aug 2024 | Sep 2024 | 1 |
-6.09% | Apr 2023 | May 2023 | 1 |
-3.62% | Oct 2024 | Nov 2024 | 1 |
-2.7% | May 2024 | Jun 2024 | 1 |
-2.6% | Sep 2021 | Oct 2021 | 1 |
-0.03% | Sep 2025 | - | 1 |